Quicken and QuickBooks
Welcome to OceanFirst Bank.   As a user of Quicken or QuickBooks,  please be aware of these key steps and dates as you prepare for the transition to OceanFirst systems. 
 

Back up your data and download the latest Quicken/QuickBooks update as applicable.
Before May 19, 2017 at 3pm, connect to Ocean City Home Bank for a final download.
On or after May 22, 2017 disconnect your Ocean City Home Bank accounts.
On or after May 22, 2017 connect your OceanFirst Bank accounts.

Conversion instructions regarding the above steps are provided to help ensure a smooth transition.  For details, please click on the appropriate link below.  Please note that Direct Connect will be available to Online Banking users, while Web Connect and Express Web Connect will be available to business banking customers using Cash Management. 

Online Banking Users:
Quicken for Mac 15-17 Direct Connect to Direct Connect
Quicken for Mac 15-17 Web Connect to Direct Connect
Quicken for Windows Direct Connect to Direct Connect
Quicken for Windows Web Connect to Direct Connect
QuickBooks for Mac Direct Connect to Direct Connect
QuickBooks for Mac Web Connect to Direct Connect
QuickBooks for Windows Direct Connect to Direct Connect
QuickBooks for Windows Web Connect to Direct Connect
QuickBooks Online Express Web Connect

Cash Management (Business Banking) Users:
QuickBooks for Windows Web Connect to Web Connect
QuickBooks for Mac Web Connect to Web Connect
QuickBooks Online Express Web Connect

Online Banking and Cash Management (Business Banking) Users:
Post Conversion Help Guide

 

Mint Users
On or after May 22, 2017, you will have to create a new profile for “OceanFirst Bank” or “OceanFirst Online - Business Banking.”